Other · DOL Form 5500 · 2023

The Heritage School, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
100
Participants Small participant base
44th
Percentile by assets National rank
$49,164
Avg per participant Low balance/head
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Official DOL plan name: Heritage School of Newnan Retirement Plan · Sponsored by The Heritage School, Inc. · Georgia · Educational Services

$5M in assets, 100 participants

The Heritage School, Inc.'s Heritage School of Newnan Retirement Plan reported $5M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,096 in Educational Services (3,735 peers)

Coverage in Georgia

Heritage School of Newnan Retirement Plan covers 100 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#1,096
in Educational Services (3,735 peers)
+2.2%
assets growth YoY

Heritage School of Newnan Retirement Plan's mid-pack asset rank among Educational Services and all filers

Heritage School of Newnan Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,916,414 44th percentile higher than 44% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heritage School of Newnan Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage School of Newnan Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heritage School of Newnan Retirement Plan reported net income rose from -$814K in the plan year 2022 filing to $103K in the plan year 2023 filing.
  • Heritage School of Newnan Retirement Plan reported participants fell from 114 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Heritage School of Newnan Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581077670 · The Heritage School, Inc. PY 2023 · Other

Heritage School of Newnan Retirement Plan · $5M · 100 · 44th

  • ASSETS $5M
  • PCT 100
  • EIN 44th
  • RANK Other
  • PHOTO near Y.a.H., Inc. Profit Sharing Plan
  • IND ind #1096

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Georgia →

Heritage School of Newnan Retirement Plan in the asset neighbourhood

Heritage School of Newnan Retirement PlanHeritage School of Newnan Re…$5MY.a.H., Inc. Profit Sharing PlanY.a.H., Inc. Profit Sharing …$5MMidwest New Mexico Community Action Program 403(b) PlanMidwest New Mexico Community…$5MSoutheastern Behavioral Healthcare 403(b) PlanSoutheastern Behavioral Heal…$5MCaring People Alliance Defined Contribution Retirement PlanCaring People Alliance Defin…$5M
End-of-year total assets ($M) among Heritage School of Newnan Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$103K
Employer EIN581077670
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage School, Inc.)

Sponsor-wide plan assets over time

All The Heritage School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.473715023121213% vs 2022
2024 filing year
$4.75M$4.8M$4.85M$4.9M$4.95M 202220232024 $4.81M $4.93M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 100 $5M
2024 1 107 $5M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Heritage School of Newnan Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Heritage School of Newnan Retirement Plan, Total assets ($B): 0.004916414 · Participants: 100Heritage School of Newnan Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Heritage School of Newnan Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Heritage School of Newnan Retirement Plan side-by-side with 3 peers →

Heritage School of Newnan Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Y.a.H., Inc. Profit Sharing Plan in NJ ($5M); by covered participants it is Camino Health Center Retirement Plan in CA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heritage School of Newnan Retirement Plan assets move in 2023? ▼
Heritage School of Newnan Retirement Plan edged up modestly - up 2.2% during 2023, from $5M to $5M. Reported net income was $103K.
How have The Heritage School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage School, Inc.'s sponsor-wide assets grew 2.5%, from $5M to $5M.
Which Other plans are similar in size to Heritage School of Newnan Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Y.a.H., Inc. Profit Sharing Plan in NJ ($5M, 1 participant).
Which Other plans cover a similar participant headcount to Heritage School of Newnan Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Camino Health Center Retirement Plan in CA (100 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581077670.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.